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Configuración

Settings

Everything about your account in one place: your details, your brand, your channels, your team and the services you connect.

Before you start

Open Settings near the bottom of the sidebar. You only see the pages your role has access to.

Find what you need

The page is organized by what you want to achieve, not by technical name.

  1. Check your account status

    At the top, under Your account, you see whether WhatsApp is connected and whether you already take card or online payments.

  2. Search by keyword

    Type in Search settings, for example “logo” or “WhatsApp”, and open the result.

  3. Browse by group

    Pages are grouped under Payments, Channels and conversations, Artificial intelligence and automation, Team and My business and brand. Technical items (API keys, webhooks, imports) are under Advanced.

Complete your business details

These details appear on your payment links, receipts and emails.

  1. Open Business details

    Under My business and brand click Business details.

  2. Fill in your details

    Under Company details enter name, email, phone, website and tax ID. Add your social profiles if you like.

  3. Check the region

    Confirm Country, Main currency and Time zone: the dates and amounts you see depend on them.

Put your brand on the payment page

Your customers see your logo and colors when they pay.

  1. Open Brand

    Under My business and brand click Brand.

  2. Upload logo and colors

    Under Brand identity upload your logo and icon. Under Colors pick primary, secondary, background and card colors.

  3. Adjust the checkout

    Under Checkout design choose one or two columns, the button style, the title and the success message. Check the Preview and save.

Connect external services

Under Advanced › Connected services you connect your own accounts with other services.

  1. Open the service card

    You will find Twilio (calls and SMS), OpenAI and Anthropic (artificial intelligence), ElevenLabs (voice), Meta (conversion events) and your email provider (Mailgun, SendGrid or SMTP).

  2. Paste your credentials

    Copy the keys from each service’s account and paste them into its fields.

  3. Test the connection

    Use Test connection or, for email, Send test email.

Update your profile

Your profile is personal: what you change here doesn’t affect the rest of the team.

  1. Open My profile

    Under My business and brand click My profile.

  2. Edit your details

    Change your photo, name, phone or extension.

  3. Change your password

    Under Change password enter your current password and the new one twice.

Turn on the inbox assistant

The assistant suggests replies, summarizes long conversations and detects when a case should go to a person.

  1. Open the assistant

    Under Artificial intelligence and automation click Inbox assistant.

  2. Turn it on and pick a mode

    Turn on the assistant in the inbox and choose the Mode: suggestions only, automatic drafts or automatic reply.

  3. Give it instructions

    Under Assistant instructions write how it should talk and what it must not promise. Save.

Tip

If you can’t find an option, type it in the Settings search box: it searches the names and descriptions of every page.

Next steps

Payment gateways Start taking card and online payments. Team Give your team access. Webhooks Notify your systems when something happens.
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